Grace Dunn Email and Phone Number

-Compiled and analyzed monthly financial statements from four orthodontic clients, utilizing Excel to aggregate data and evaluate yearly performance-Identified and highlighted financial inefficiencies and provided actionable insights to optimize spending and enhance profitability-Prepared detailed performance reports for each client, offering recommendations and strategic advice to improve financial outcomes and operating efficiency

-Utilized MarketAxess to trade $2 million in corporate bonds to increase client portfolio liquidity-Performed quantitative and qualitative analyses of companies using financial data from Bloomberg, 10-K’s, and Morningstar to create in-depth reports detailing company background, growth, and performance relative to their competitors-Analyzed AI exposure in the Ironwood portfolio and distributed relevant materials to clients-Completed risk management evaluations on new investments in the portfolio

-Analyzed revenue disparities between male and female-owned orthodontics practices and presented the findings with actionable solutions to address the disparity-Consistently ranked the most valuable presentation at the national conference by attendees